Power BI is Microsoft's cloud-based business intelligence solution. Power BI is part of the Microsoft 365 cloud services package.
Too often, the term "Power BI" is misunderstood. Power BI is the name of a cloud service provided by Microsoft.
Much more often, the term "Power BI" means the use of two components:
- Desktop application Power BI Desktop (analytical reporting tool)
- Using Power BI service (report collaboration tool)
The following should also be taken into account:
- To retrieve and transform data, Power BI Desktop uses a component called Power Query. To build reports that have real business value, the ability to work with this component is a must.
- Power BI Desktop uses DAX, a language to provide advanced business computing. To build reports that have real business value, the ability to create expressions in this language is also required.
This course covers the two main components of Power BI Desktop and the Power BI service, Power Query, and DAX topics are superficial.
If you need a complete course that would consider both Power Query and DAX, but not separately from Power BI Desktop, but in close connection with it and with each other, thus providing the most complete amount of knowledge, skills and abilities for work with BI tools from Microsoft, there you need the course Using Power BI Desktop, Power BI Service, DAX and Power Query as Business Intelligence Tools.
After completing this course, students will be able to:
- Master the hottest BI tool - Power BI Desktop
- Master the principles of building data models
- Learn how to load data from different sources and link them together to form a data model.
- Learn how to visualize your data by creating interactive, visually appealing, informative and user-friendly reports.
- Learn how to use the Power BI cloud service to collaborate on reports
This course is designed for professionals who are engaged in data analysis and want to learn how to use the most powerful tools of the Power BI platform for this analysis.
Before attending this course, students must have:
Experience in Windows, Office. Good skills in Excel (sorting and filtering data, subtotals, smart tables, pivot tables, charts, VLOOKUP - required). Experience in Access or any other relational database preferred.
- Basic concepts
Power BI Desktop
- BI (business intelligence) and business analysis
- Microsoft 365 - Power BI ecosystem
Using the Power BI service
- Overview of Power BI Desktop. Its architecture and basic principles of operation
- Get and install Power BI Desktop
- Using help
- Modes Report, Data, Model
- Creating and configuring a data model
- Basic principles for creating a data model
- Receiving data. Working with various data sources (text files, Excel workbooks, Access databases, web pages, web services, files in cloud storage, etc.)
- Data transformation. Query editor. The concept of the M language (These topics are discussed in detail in a separate training NT- PowerQ. Here we only cover the basics of Power. Query)
- Setting table and field properties
- Relationships between tables. Link types. Star and snowflake data model schemas. Reference tables (dimensions) and fact tables
- Installing and configuring relationships between tables. Active and inactive links Direction of cross-filtering
- Using DAX. Calculated columns, measures, and tables. (These topics are discussed in detail in the course NT-PowerP.DAX training on using DAX in Power Pivot. Here we only consider DAX)
- Relationship Management with USERELATIONSHIP and CALCULATE
- Hierarchies, grouping, clusters
- Working with dates Date tables. Using the CALENDAR and CALENDARAUTO Functions
- Import data model from Excel file
- Working with visualizations, principles of their use, formatting
- Basic visualizations (table, matrix, cards, histogram, graph, pie, etc.)
- More complex visualizations (bubble chart, waterfall chart, KPI, gauge, decomposition tree)
- Working with geographic maps
- Conditional formatting in visualizations. Using DAX in Conditional Formatting
- Using images from the internet
- Analysis and analytics in visualizations. Detailing
- Import custom visuals
- Using Q&A. Synonyms
- Customizing the appearance of the report. Using text fields, images, shapes. Visualization focus mode. Spotlight mode
- Using themes. Report page customization
- Filtering in reports. Slices, slice synchronization. Visualization, page and report filters. Detail filters.
- Interaction of visualizations. Cross highlight
- Using bookmarks
- Using the Control Buttons
- Custom Tip Pages
- DAX and "Quick Actions"
- Using the What If option
- Dynamic reports with parameters
- Using report templates
- Export report to pdf - document.
- Some options for Power BI Desktops
- Overview of Power BI.
- Power BI site structure
- Power BI objects and the relationships between them: visuals, datasets, reports, dashboards (dashboards)
- Receiving data. Working with various data sources
- Publish a Power BI Desktop report to the cloud
- Creation and customization of reports. Making the report public
Export to Power point
- Creating and configuring dashboards (dashboards). Adding tiles. Share dashboards
- Data update. Understanding the Power BI Gateway the basics of using workspaces. Setting up access to data, reports, dashboards
- Some Power BI options